Online event - Planning for the Financial Year Ahead – Building a Pipeline
The Insurance Institute of Cardiff invite you to a webinar on; Planning for the Financial Year Ahead – Building a Pipeline
Wednesday 13th March 2026 -12:00 – 13:00
The webinar will be run via Zoom, a global web-conferencing solution. Zoom is easy to use, a link and joining instructions will be sent to you at the time of booking.
About the session:
A new financial year is upon us. That can only mean one thing – how are you going to grow your business?!
This webinar is aimed at sales, business development and managerial professionals in the insurance industry who are wanting to think of new strategies to grow their book of business.
We will focus on practical approaches to client retention, new business development and strategic planning to ensure consistent revenue growth to meet business goals and targets.
Learning Objectives:
- Identify key areas for growth and improvement
- Develop a structured pipeline to meet business objectives and targets
- Explore techniques to enhance retention, increase referrals and drive new business
- Recognise tools to track and measure success
About the speaker:
The Course will be run by Matthew Owen-James of Zing 365.
I am an experienced Training Specialist with a 8-year record of success in commercial insurance sector. Focused on maximising employee performance and competence, quality assurance, engagement and careers progression with effective training programs. I get excited to develop successful training plans that meet dynamic company and employee needs.
Accustomed to collaborating with managers to hone in on unique requirements with the aim of growth. I have had several roles in the insurance broking industry, including Account Management (both personal and commercial lines), team manager positions and operational positions.
Committed to learning & development and passionate to share my knowledge, experience, and expertise to allow other to grow.
Further information:
A link will be sent via your email address supplied at the time of booking. PLEASE DO NOT share this with anyone else.
To view our image and video capture consent statement, please click here.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.